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Trust cloning - a practitioner’s perspective paper

Published on 29 Apr 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what trust cloning is
  • when it might be used and by whom
  • what the Australian Taxation Office (ATO) has said about it
  • whether the author considers the ATO to be right and how to work around the ATO's rules.

Author profile:

Author Photo - Paul HOCKRIDGE
Paul HOCKRIDGE
Paul Hockridge FTIA is a Tax Partner at Deloitte with over 30 years experience in Tax, asset protection, estates-succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses and advises mainly accounting and law firms. Paul is a member of various professional association committees and has been involved in consultation with both Federal and State Governments on a variety of tax matters.
Current at 17 October 2008
Click here to expand/collapse more articles by Paul HOCKRIDGE.
 

 

Individual sessions

Some CGT aspects of 'trust cloning' - an ATO perspective

Author(s):  Glenn DAVIES

Materials from this session:


Further details about this event:

 

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